Creative Planning
Top Portfolio Positions
2,988 positions ·
$36,562,557,958 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
12,170,899 | $3,088,852,456 | 8.45% |
| NVDA |
Nvidia Corp
Technology
|
13,627,413 | $2,376,620,826 | 6.50% |
| SPY |
Spdr S&P 500 Etf Trust
|
2,956,006 | $1,922,408,941 | 5.26% |
| MSFT |
Microsoft Corp
Technology
|
3,870,580 | $1,432,772,598 | 3.92% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,314,124 | $898,502,605 | 2.46% |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,951,228 | $848,655,123 | 2.32% |
| AVGO |
Broadcom Inc.
Technology
|
1,801,894 | $557,704,211 | 1.53% |
| META |
Meta Platforms, Inc.
Communication Services
|
947,746 | $542,233,918 | 1.48% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,543,468 | $454,026,546 | 1.24% |
| QQQ |
Invesco Qqq Trust, Series 1
|
718,318 | $414,598,782 | 1.13% |
Portfolio Trend
Holdings in ITGR
Shares Held
Position Value (USD)
12 of 12 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,087,112 | 91,899 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,831,872 | 36,107 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $32,962 | 319 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $29,512 | 240 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,103,983 | 9,355 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,502,511 | 11,338 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,180,010 | 9,077 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $843,761 | 7,287 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $723,649 | 6,202 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $408,407 | 4,122 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $229,956 | 2,932 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $246,513 | 2,782 | Shares | Sole | 2023-07-21 | |
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